Select a Webcast

April 24, 2018
3:00PM - 5:00PM ET

$89

May 23, 2018
3:00PM - 5:00PM ET

$89

June 22, 2018
3:00PM - 5:00PM ET

$89

Webcast
2
Basic
Business Mgmnt and Org
None

Course Description

As you transition from hourly to fixed fee and from traditional accounting to cloud accounting, creating packages is a solution that serves both you and your client well. Learn the steps needed in order to create packages for your accounting clients so you can increase your profit margins and serve your clients better.



Instructor

Sandra Leyva

Sandi Smith Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS in Applied Cognition and Neuroscience. Sandi is the founder of Accountant's Accelerator, which has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching and training services. Sandi is the author of 30 books and over 1,500 articles and has presented hundreds of educational programs. Over the years, Sandi had received numerous awards. In 2013 she received the 2013 Small Business Influencer Community Choice Award, was named one of Accounting Today's "Top 100 Most Influential People in Accounting," and was awarded the Stevie Women in Business Maverick of the Year Award. In 2014 Sandi received the Apex Award of Excellence and in 2015 was recognized as one of CPA Practice Advisor's Most Powerful Women. In 2016 Sandi was named a CPA Practice Advisor Top 25 Thought Leader. Sandi is one of a handful of women in the world who has co-piloted a six-seat, single-engine airplane over the oceans and around the world. Her book, Following Amelia: A Modern Day 'Round-the-World Flight, describes her death-defying adventure along with the two award-winning humanitarian trips she managed to fit in along the way. In her spare time, she loves hiking, traveling to remote places, and empowering women from poverty to prosperity through her nonprofit.



Course Specifics

Business Mgmnt and Org
Jul 6, 2016
None
WC16165865
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • List the steps to develop a bookkeeping or tax package for clients
  • Identify how many packages you need to develop
  • List which services work as packages and which are too risky, along with basic pitfalls of packaging
  • Discuss how to prepare a deliverable that describes your packages to your clients


Back to top